Wealth Management Client Services Specialist

BNY Mellon; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

BNY Mellon in San Francisco, CA seeks a Specialist, Client Service Management to join our Wealth Management team. You will provide quality client support to resolve transaction and process-related issues and maintain strong client relationships.

You will respond to phone, email, and other client inquiries, route unresolved issues to the appropriate team, and ensure daily items are closed with clear status updates, collaborating across cross-functional teams to deliver exceptional service.

Qualifications

• Bachelor's degree or an equivalent combination of education and work experience in a related field.
• 0–2 years of experience in an operational area and/or client services preferred.
• Strong client service orientation with excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Ability to collaborate effectively with cross-functional teams.

Responsibilities

• Provide quality client support to resolve transaction and process-related issues in a timely and professional manner.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to phone, email, and other client inquiries regarding products, services, and procedures.
• Route unresolved issues to the appropriate team, provide status updates, and ensure daily open items are followed through to closure.

Skills

Client service orientation

Communication skills

Interpersonal skills

Cross-functional collaboration

Problem solving

Education

Bachelor's degree or equivalent combination of education and work experience

Job description

BNY Mellon in San Francisco, CA seeks a Specialist, Client Service Management to join our Wealth Management team. You will provide quality client support to resolve transaction and process-related issues and maintain strong client relationships.

You will respond to phone, email, and other client inquiries, route unresolved issues to the appropriate team, and ensure daily items are closed with clear status updates, collaborating across cross-functional teams to deliver exceptional service.